What are the 3-year returns of Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth?

Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth has delivered +17.45% CAGR over the last 3 years.

Other

Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth

Q: What is the latest NAV of Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth?

The latest NAV of Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth is ₹32.3747 as of 17 Jun 2026.

Q: How to invest in Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth?

You can invest in Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth online through MFU (Mutual Fund Utility) via MFGenie.ai.

Sundaram Mutual Fund

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NAV

₹32.3747

as of 17 Jun 2026

Expense Ratio

—

see scheme documents

Viewing Direct · Growth

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Lumpsum returns (CAGR)

1Y: +11.98%
3Y: +17.45%
5Y: +20.64%
Since Inception: +15.36%

SIP returns (XIRR)

1Y: +20.20%
3Y: +13.61%
5Y: +17.66%
Since Inception: +21.35%

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSundaram Mutual Fund

CategoryOther

Launch Date28 Mar 2018

AMFI Code142153

Transaction facts

Exit LoadNIL

Available transactions

RedeemSwitchDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with Sundaram Long Term Tax Advantage Fund Series III Regular Plan - Growth

Holding% NAV

1Aster Dm Healthcare Ltd6.61%
2Mtar Technologies Ltd6.11%
3Ksb Ltd5.35%
4Tvs Holdings Ltd4.84%
5Ujjivan Small Finance Bank Ltd4.51%
6Affle (India) Ltd4.01%
7Csb Bank Ltd3.75%
8Angel One Ltd3.34%
9Zomato Ltd3.02%
10Equitas Small Finance Bank Limited2.95%

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Investment Objective

Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth by Sundaram Mutual Fund is a Other fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Other category.

About This Fund

Sundaram Long Term Tax Advantage Fund Series Iii - 10 Years · Direct · Growth is a Other mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 8 years.

Who Should Invest?

•Investors with a high risk appetite seeking long-term wealth creation
•Investors with an investment horizon of 5 years or more
•SIP investors who can benefit from rupee cost averaging during market fluctuations